Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherrie? Claim Your ProfileSherrie Lyn Kerr is a financial advisor with Steward Partners Investment Advisory, LLC. Sherrie has been in the industry since 1996 and has held licenses with several firms including Citigroup Global Markets Inc., UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Smith Barney Inc. Sherrie holds Series 3, 4, 7, 9, 10, 24, 63, 65, 99TO and SIE licenses. Sherrie is currently registered in Oregon.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OR
06/12/2024 - Present
Steward Partners Investment Advisory, LLC (PORTLAND OR)
WA
10/18/2007 - 05/05/2009
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
OR
04/27/2007 - 10/16/2007
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
WA
02/25/1997 - 04/30/2007
CITIGROUP GLOBAL MARKETS INC. (YAKIMA WA)
NY
08/29/1996 - 01/17/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/14/1995 - 07/08/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 11/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2012
Series 4 - Registered Options Principal Examination
BC
Issued 06/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 06/28/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2006
Series 3 - National Commodity Futures Examination
BC
Issued 11/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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